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How-to Use the Creative Production Template

Table 9. Availability - Legacy plans


What does this template do?

Wrike's Creative Production template is designed to streamline creative content production. It can enable you to:

  • Gain brand consistency and cut your production time in half by streamlining the creative asset creation process

  • Unleash your team's creativity

  • Establish a streamlined request, revision, and approval process and cut the time your team spends tracking down the latest assets, approvals, and request details

  • Ensure visibility and brand consistency across global campaigns by powering your internal team and agency collaboration all in one place

Template contents

When you open the Creative Production template in your workspace, you'll see these three folders:

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  • Step 1: Quickstart Guide

  • Step 2: Launch Creative Request

  • Step 3: See a Pro example

Step 1: Quickstart Guide

Here, you'll find everything you need to get started with this template quickly, in an easy to navigate Board view. See the Stuff to try (for newbies) section? Try these out! And drag each tasks to the Tried it! section when completed. There's also a Need help? section if you need further assistance. It includes a link to this very guide to make sure you can get started with the template easily.

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Step 2: Launch Creative Request

This is where the tasks you interacted with in Quick Start Guide will bear fruit. If for example, a request form was used, the result will be added to this location. Think of this folder as the foundation of the template. All tools included in the template, such as calendars and dashboards will be populated from the data in this folder.

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Design Requests folder

This folder works as a repository for all your active assets. You will notice several views available, these views will show different items. The All Assets view will display all your active assets, the Incoming Briefs view will show you all the asset requests that came through request form submission. The following views: Asset, Brochure, Infographics, and Banner Ads have filters that will only display their respective asset type allowing you to monitor the assets of your interest. If you click on the All dropdown, it will display a list of all available views.

Use the Board view to take advantage of the Creative workflow and easily manage your assets through the whole production phase.

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There are several ways to add assets to your Design Requests folder:

Campaigns folder

Campaigns require numerous assets, if a campaign is taking place you can cross-tag all the assets you want in the different subfolders available (Campaign A, B, and C) keeping your creative work in order and avoiding wasting time searching for lost content in your computer's folders. You can rename and create as many subfolders as you need for your campaigns.

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Archived folder

This folder serves as a repository for all your completed items. You can tag completed items into this folder to keep a record of past designs and campaigns.

Step 3: See a Pro example

Want to see how the pros use Wrike? This folder shows you a real-world example from a certified Wrike expert who has personalized this template to fit their organizational needs. Think of this folder as inspiration for what you could do (with just a little elbow grease) to streamline work across your business.

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Creative Production Template tools

The Creative Production template includes a number of customized tools to help your team work effectively.

Product Stages dashboard

Keep track of all your active tasks and assets using widgets that display the different production stages of your assets.

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Note

You can also add the Activity Stream widget by simply clicking on the Add Widget and selecting Activity Steam.

Campaigns calendar

Calendars help you track what needs to be worked on and when. The Campaign calendar offers three different layers: Campaign A, B, and C. All of the tasks located in these folders will be reflected here.

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Campaigns dashboard

This dashboard allows you to have an overall view of all the active tasks in your different campaign folders.

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Custom Item Types

Custom item types allow you to create fully customizable task- or project-based item types that can be tailored depending on your needs. This template contains several custom item types to quickly start your work.

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Asset, Banner Ad, Brochure, E-mail, and Infographic: These are work items developed to help you start working on your creative assets. They include custom fields such as budget, priority, and asset type to keep details documented. These work items include automation to notify you if an item remains in a requested status for more than 2 days. Please keep in mind that you need to add assignees or followers to these items so that they can be automatically notified.

Creative Brief: This displays all of the details collected when using the Creative Request request form and will land in your Design Request folder in the Requested status.

To use these custom item types click on the + icon in your Design Request folder and select the required item.

Note

You can create more custom item types if needed.

Custom Fields

Included in this template are a number of custom fields.

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Some of these custom fields are included in the custom item types and these items will provide you with valuable information related to your creative asset. These include Banner size/type or the Department that the original request came from. You can also use the Budget and the Remaining budget custom fields available in the Table view of the Campaigns folder to keep track of your campaign's performance.

Workflows

The Creative Production workflow will help you manage your asset from its request to further phases like design and revisions. Allowing you creatives to quickly identify the current production stage.

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